§ 13F · FUND PROFILE
Legend Financial Advisors, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $150.5T (13F)Positions · 171Turnover · — · Q4Filed · Jan 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$926.1B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IAU | ISHARES GOLD TR | 195K | $15.8T | 9.6% | −11% |
| 2 | QQQ | INVESCO QQQ TR | 25K | $15.2T | 9.2% | ±0% |
| 3 | SOXX | ISHARES TR | 49K | $14.6T | 8.9% | −7% |
| 4 | COPX | GLOBAL X FDS | 164K | $11.7T | 7.1% | −17% |
| 5 | FNDX | SCHWAB STRATEGIC TR | 382K | $10.4T | 6.3% | ±0% |
| 6 | XME | SPDR SERIES TRUST | 92K | $9.6T | 5.8% | −15% |
| 7 | VIOV | VANGUARD ADMIRAL FDS INC | 98K | $9.6T | 5.8% | +1% |
| 8 | LCR | MANAGED PORTFOLIO SERIES | 248K | $9.4T | 5.7% | −3% |
| 9 | VO | VANGUARD INDEX FDS | 30K | $8.6T | 5.2% | ±0% |
| 10 | DJP | BARCLAYS BANK PLC | 206K | $7.7T | 4.7% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LEGEND SIGNAL
AC read
Legend Financial Advisors, Inc. is a Other fund managing $150519.5 trillion in assets. The fund runs a portfolio of 171 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed